See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,594 | $55,453-53.8% | $170,442-85.0% | $62,292-58.9% |
| Participation rate | 75.6% | 66.4%+9.2pp | 83.6%-8.0pp | 69.5%+6.1pp |
| Annual return | 14.33% | 21.38%-7.0pp | 205.93%-191.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,563 | $2,164-27.8% | $5,433-71.2% | $2,042-23.5% |
| Participant deferral / active EE | $2,568 | $2,303+11.5% | $4,939-48.0% | $3,169-19.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,880-100.0% | $479-100.0% |